Coastal Bridge Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Coastal Bridge Advisors's IVW Position: Q2 2026 in Review
Coastal Bridge Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.8% in Q2 2026, selling an estimated $17.8K and leaving 7,407 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #227.
Coastal Bridge Advisors first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Coastal Bridge Advisors held 7,407 shares of iShares S&P 500 Growth ETF worth $1.02M as of Q2 2026.
- Coastal Bridge Advisors sold 135 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $17.8K.
- iShares S&P 500 Growth ETF made up 0.06% of Coastal Bridge Advisors's portfolio in Q2 2026, its #227 holding.
- Coastal Bridge Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
- 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.